Palisades Investment Partners, LLC
Sector Allocation
- Technology32.5%$114.2M
- Industrials32.2%$113.2M
- Healthcare16.7%$58.7M
- Financials11.2%$39.4M
- Consumer Discretionary5.2%$18.3M
- Utilities1.7%$5.8M
- Real Estate0.6%$1.9M
AUM History
13fpro.ai/research/fund/palisades-investment-partners-llc-1427373
Conviction and streaks
Concentrating · top 10 = 43.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
SPXC
$31.3MKRYS
$17.8MPKE
$16.6MTVTX
$15.5MWLFC
$14.4MENVA
$14.4MIESC
$11.0MPAY
$10.4MUFPT
$10.3MVCYT
$10.3MICHR
$10.1MLPTH
$10.0MLUNR
$9.9MSTRL
$9.3MSKYT
$9.1MONTO
$8.6MPAYS
$8.2MMPTI
$8.2MSATL
$7.7MOSS
$7.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/palisades-investment-partners-llc-1427373
Palisades Investment Partners, LLC 13F holdings — Q2 2026
$351.6M portfolio (+37.9% QoQ) · 53 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio
$31.3M
8.9% of stocks
+4%This quarter-25.1%Since filed7+ qtrsHeld$17.8M
5.0% of stocks
+5%This quarter-3.4%Since filed7+ qtrsHeld$16.6M
4.7% of stocks
+4%This quarter-28.8%Since filed4 qtrsHeld$15.5M
4.4% of stocks
+7%This quarter-10.8%Since filed3 qtrsHeldAIQuality56.6#1,143Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$14.4M
4.1% of stocks
+182%This quarter-45.2%Since filed7+ qtrsHeld$14.4M
4.1% of stocks
+1%This quarter-34.0%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$11.0M
3.1% of stocks
+3%This quarter—Since filed4 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row$10.4M
3.0% of stocks
+0.4%This quarter-27.1%Since filed6 qtrsHeld$10.3M
2.9% of stocks
+3%This quarter-13.0%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$10.3M
2.9% of stocks
+3%This quarter+3.9%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
All holdings — Palisades Investment Partners, LLC (Q2 2026)
53 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ICHOR HOLDINGS, LTD. | Technology | $10.1M | 2.9% | 90K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | LIGHTPATH TECHNOLOGIES INC | Technology | $10.0M | 2.8% | 610K | +2% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Intuitive Machines, Inc. | Technology | $9.9M | 2.8% | 463K | +7% | 6 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | STERLING INFRASTRUCTURE, INC. | Industrials | $9.3M | 2.6% | 11K | +27% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | SkyWater Technology, LLC | Technology | $9.1M | 2.6% | 260K | -0.3% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | ONTO INNOVATION INC. | Technology | $8.6M | 2.4% | 23K | +2% | 7+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Paysign, Inc. | Industrials | $8.2M | 2.3% | 1.00M | +0.7% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | M-tron Industries, Inc. | Technology | $8.2M | 2.3% | 82K | +2% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Satellogic Inc. | Technology | $7.7M | 2.2% | 1.35M | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ONE STOP SYSTEMS, INC. | Technology | $7.5M | 2.1% | 414K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ITRON, INC. | Technology | $6.9M | 2.0% | 80K | +0.7% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Mueller Water Products, Inc. | Industrials | $6.8M | 1.9% | 263K | +3% | 7+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Voyager Technologies, Inc./TX | Industrials | $6.5M | 1.9% | 203K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | AMERICAN SUPERCONDUCTOR CORP /DE/ | Technology | $6.5M | 1.9% | 157K | +3% | 7+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | FINANCIAL INSTITUTIONS INC | Financials | $5.9M | 1.7% | 151K | +3% | 7+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $FFBC | FIRST FINANCIAL BANCORP /OH/ | Financials | $5.6M | 1.6% | 165K | +3% | |||
| 27 | $MC | Moelis & Co | Financials | $5.5M | 1.6% | 85K | +9% | |||
| 28 | $AMPX | Amprius Technologies, Inc. | Technology | $5.1M | 1.4% | 368K | -0.3% | |||
| 29 | $HYLN | Hyliion Holdings Corp. | Industrials | $4.7M | 1.4% | 908K | New | |||
| 30 | $INTA | Intapp, Inc. | Technology | $4.5M | 1.3% | 180K | +2% | |||
| 31 | $SILC | SILICOM LTD. | Technology | $4.3M | 1.2% | 90K | New | |||
| 32 | $RELY | Remitly Global, Inc. | Industrials | $4.3M | 1.2% | 193K | +2% | |||
| 33 | $OTTR | Otter Tail Corp | Utilities | $3.9M | 1.1% | 44K | -2% | |||
| 34 | $POET | POET TECHNOLOGIES INC. | Technology | $3.6M | 1.0% | 348K | New | |||
| 35 | $SF | STIFEL FINANCIAL CORP | Financials | $3.5M | 1.0% | 50K | +2% | |||
| 36 | $CRMD | CorMedix Inc. | Healthcare | $3.3M | 0.9% | 427K | -30% | |||
| 37 | $UMAC | Unusual Machines, Inc. | Technology | $3.3M | 0.9% | 149K | -4% | |||
| 38 | $SPSC | SPS COMMERCE INC | Technology | $3.2M | 0.9% | 56K | +2% | |||
| 39 | $FCFS | FirstCash Holdings, Inc. | Consumer Discretionary | $3.0M | 0.9% | 14K | -1% | |||
| 40 | $KINS | KINGSTONE COMPANIES, INC. | Financials | $2.8M | 0.8% | 149K | -0.2% | |||
| 41 | $ASYS | AMTECH SYSTEMS INC | Technology | $2.4M | 0.7% | 103K | +2% | |||
| 42 | $UFPI | UFP INDUSTRIES INC | Industrials | $2.3M | 0.7% | 25K | +2% | |||
| 43 | $ARTNA | ARTESIAN RESOURCES CORP | Utilities | $1.9M | 0.5% | 56K | +2% | |||
| 44 | $TGEN | TECOGEN INC. | Industrials | $1.7M | 0.5% | 323K | -3% | |||
| 45 | $CAMT | CAMTEK LTD | Technology | $1.7M | 0.5% | 10K | +41% | |||
| 46 | $EEFT | EURONET WORLDWIDE, INC. | Financials | $1.6M | 0.5% | 22K | +32% | |||
| 47 | $FRPH | FRP HOLDINGS, INC. | Real Estate | $1.2M | 0.3% | 47K | +2% | |||
| 48 | $MEDP | Medpace Holdings, Inc. | Healthcare | $1.2M | 0.3% | 2,216 | -87% | |||
| 49 | $COHU | COHU INC | Technology | $1.0M | 0.3% | 14K | New | |||
| 50 | $MMYT | MakeMyTrip Ltd | Consumer Discretionary | $896K | 0.3% | 17K | -86% | |||
| 51 | $FCPT | Four Corners Property Trust, Inc. | Real Estate | $773K | 0.2% | 31K | +2% | |||
| 52 | $BMI | BADGER METER INC | Technology | $699K | 0.2% | 4,714 | -87% | |||
| 53 | $DCTH | DELCATH SYSTEMS, INC. | Healthcare | $293K | 0.1% | 23K | +69% |
What changed in Q2 2026
Against the previous quarter's 13F: 8 new, 34 added to, 11 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
first bought this quarter
first bought this quarter
first bought this quarter
$VOYGVoyager Technologies, Inc./TX$6.5M
first bought this quarter
$HYLNHyliion Holdings Corp.$4.7M
first bought this quarter
$SILCSILICOM LTD.$4.3M
first bought this quarter
+2 more in the Excel export
Added to (34)
now $14.4M · held 7+ qtrs, 3 adds in a row
now $9.3M · held 7+ qtrs
now $31.3M · held 7+ qtrs, 4 adds in a row
now $15.5M · held 3 qtrs, 3 adds in a row
now $17.8M · held 7+ qtrs, 4 adds in a row
now $16.6M · held 4 qtrs, 4 adds in a row
+28 more in the Excel export
Trimmed (11)
$MEDPMedpace Holdings, Inc.-87%
now $1.2M · held 7+ qtrs
$MMYTMakeMyTrip Ltd-86%
now $896K · held 7+ qtrs
$BMIBADGER METER INC-87%
now $699K · held 7+ qtrs
$CRMDCorMedix Inc.-30%
now $3.3M · held 7+ qtrs
$UMACUnusual Machines, Inc.-4%
now $3.3M · held 2 qtrs
$OTTROtter Tail Corp-2%
now $3.9M · held 7+ qtrs
+5 more in the Excel export
Holdings by quarter
Every 13F Palisades Investment Partners, LLC has filed, 13 earlier quarters. Pick one to see what it held then.
Is it too late to follow Palisades Investment Partners?
Q2 2026 13F filed with the SEC on Aug 4, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Palisades Investment Partners's top 20 holdings: 62/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-21.4%
Value-weighted move of the 10 largest stock positions
Turnover
13%
Last quarter; 52% over the last 4
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
74%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Palisades Investment Partners, LLC disclosed 53 positions worth $351.6M in its Form 13F-HR for Q2 2026, led by $SPXC (SPX Technologies, Inc.) at 8.9% of the equity portfolio, followed by $KRYS and $PKE. During the quarter the fund opened 8 new positions and exited 6 — including a new stake in $ICHR. The portfolio is most concentrated in Technology (32.5% of disclosed assets). All figures are sourced directly from Palisades Investment Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1427373.
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